DEW
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +16.7% ·
aandelenstroom +6.3% ·
netto nieuwe posities +14.3%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -1 | 544.32K | $37.39M | n/a | −1 |
| Q1 2026 | 21 | +3 | 559.49K | $37.10M | +3 | n/a |
| Q4 2025 | 18 | 0 | 526.13K | $32.40M | n/a | n/a |
| Q3 2025 | 2 | -1 | 75.71K | $4.55M | n/a | −1 |
| Q2 2025 | 2 | 0 | 10.05K | $574,132 | n/a | n/a |
| Q1 2025 | 1 | +1 | 33.79K | $1.90M | +1 | n/a |
| Q2 2024 | 1 | n/a | 10.36K | $518,330 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 123.93K | +3.4% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 74.29K | +1.7% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 72.45K | +3.0% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 61.62K | +56.4% | $4.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Susquehanna International Group, Llp | 49.78K | -8.0% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 37.14K | +31.6% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 36.92K | -4.5% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 33.15K | -0.9% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 26.30K | -22.1% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 10.39K | +71.8% | $688,961 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 8.91K | -1.0% | $590,808 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 6.52K | -19.1% | $424,529 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 3.67K | -3.5% | $243,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cwm, Llc | 3.32K | 0.0% | $219,948 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.95K | +13.2% | $196,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | BlackRock ✦ (passief) | 2.73K | Nieuw | $180,747 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 1.70K | +31.9% | $112,493 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Fifth Third Bancorp | 1.36K | Nieuw | $89,942 | 0.0% | New | 1 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 1.20K | Nieuw | $79,595 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 1.14K | -4.8% | $75,829 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Assetmark, Inc | 39 | 0.0% | $2,587 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| BlackRock | $180,747 | 0.0% |
| Fifth Third Bancorp | $89,942 | 0.0% |
| Bank Of Montreal /Can/ | $79,595 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 40 houders, 1.01M aandelen, $65.55M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.